Microsoft OneNote & Dynamics CRM – A Winning Combination

Posted by Jen Bieker on June 29, 2016


You're unique. And you need a slick set of business tools that works the way you do. OneNote is my new favorite, and here's why it will be yours too. Tired of typing and feel like using a pen today? Need to grab a few images or clip some web copy or scan a business card? Have you found something that Bob or Mary or Joe just has to see?

OneNote works the way you want it to, whenever you want it to.

OneNote is more than just a place to take notes.  You can add in pictures and then use the pen to highlight, add notes, or mark it up.   Or, add in other visuals like a business process flow chart.  Create lists and assign tasks to different team members. 

With the built-in team collaboration of OneNote, we have centralized all the information and then associate it with the customer project in Dynamics CRM.  Sales, management, etc. can all be up to date on a project and every little detail, without having to call up the consultant or project manager.  It’s an amazing thing.

Here are some of the other benefits of using OneNote:

  • HTML support and enriched text anywhere you are
  • Quick To-Do list creation
  • Voice and video note integration
  • Easily organize your notes
  • Take pictures of business cards and documents
  • Real-time collaboration
  • Copy-paste from Excel, Word, etc.
  • Spellcheck

Want to give it a try?  Here’s the Microsoft instructions on how to set up and use OneNote in Dynamics CRM

If you have questions, or need some assistance, just give us a shout and our expert CRM consultants can help get you going.  Email us at Support@Crestwood.com


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